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Intake discipline

Law Firm Intake Discipline: Build Trust and Conversions

8 minutesThere’s a reason intake feels chaotic in so many law firms. You answer the phone when it rings, train the team when something goes wrong, and try to fix problems as they arise. It’s reactive. It’s inconsistent. And frankly, it’s not sustainable without a clear law firm intake discipline in

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self-critiquing intake calls

Teach Your Intake Team to Self-Critique and Watch Their Confidence Grow

8 minutesFrom Coached to Confident If you’ve ever coached an intake rep through a call and thought, “They don’t even realize what they did well,” you’re not alone. Intake specialists spend their days under pressurefielding complex questions, guiding anxious callers, and collecting details under tight timelines. It’s a performance-based job, but

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the moment everyone dreads

The Moment Everyone Dreads

7 minutesIntake call playback training begins the moment you press play. The speaker crackles to life. Your intake rep’s voice is familiar, but suddenly foreign fills the room. You watch their face. The slow wince. The shift in the chair. The look that says, “Do I sound like that?” They cringe.

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most expensive

The Most Expensive Phrase in Your Law Firm

7 minutes“The most expensive phrase in law firms is often “We’re just too busy right now.” It sounds innocent enough. Rational, even. You’ve got a packed docket, staff out sick, trial next week, phones ringing off the hook, and intake is scrambling to keep up. But here’s the hard truth: when

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Call feedback

What Intake Teams Think About Call Reviews and How to Turn It Around

7 minutesThere’s a moment every law firm leader experiences when they introduce call reviews to their intake team. What you’re seeing isn’t celebration or gratitude. It’s fear. Awkward silence. Maybe a subtle eye roll or a look that says, “Why are we doing this?” That’s because, in most firms, call reviews

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Intake Feedback

The Problem with “Now and Then” Feedback

6 minutesEffective intake feedback isn’t optional, it’s the backbone of a strong intake culture. Yet too often, law firms rely on “now and then” coaching: a call reviewed here, a comment dropped there, maybe a quick “good job” or “don’t do that again.” The problem? Sporadic feedback creates uncertainty. Reps don’t

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group call playback

Group Call Playback: Uncomfortable but Crucial for Growth

8 minutes“Do We Have to Listen to This?” Group call playback can feel overwhelming. I remember sitting in the conference room, palms sweating, as one of my early intake coaching sessions played back over the speaker. It was one of my calls. My voice sounded strange, my pitch too high, my

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Legal Intake Specialist Training

Why Legal Intake Training Is Essential for Client Conversion and Growth

4 minutesA law firm’s success often hinges on how efficiently it handles client intake. From the initial inquiry to scheduling consultations and collecting documents, your intake team plays a crucial role in fostering lasting client relationships. Unfortunately, many firms underestimate the value of training their front-line team. This is where legal

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Strategic Legal Intake and Marketing Solutions for Modern Law Firms

Strategic Legal Intake and Marketing Solutions for Modern Law Firms

4 minutesWhy Law Firms Must Align Intake and Marketing Strategies for Sustainable Growth  In today’s legal landscape, it’s no longer enough for law firms to rely solely on reputation or referrals to grow. Clients are more informed, selective, and digitally savvy than ever. To remain competitive, law firms must invest in

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intake training

Scaling Smart: Growth Consulting Strategies for Modern Law Firms

4 minutesThe New Era of Law Firm Growth Today’s legal landscape is more competitive than ever. For small and mid-sized law firms, growth requires more than just adding clients; it demands a strategic, data-driven approach to marketing, operations, intake, and talent management. That’s where Law Firm Growth Consulting Services makes the

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intake optimization

Optimizing Law Firm Intake: Proven Strategies That Drive Growth

4 minutesUnderstanding Law Firm Intake Services The client intake process is the foundation of every successful legal practice. Your law firm’s ability to capture, qualify, and convert leads directly impacts client satisfaction, revenue, and long-term growth. Yet, many firms still rely on outdated methods or inconsistent procedures, resulting in missed opportunities

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law firm growth

Strategic Growth Consulting Through Law Firm Intake: Scaling Success

5 minutesThe legal industry is undergoing rapid transformation. From the rise of legal technology to shifting client expectations, law firms today must do more than provide excellent legal counsel; they must operate like nimble, forward-thinking businesses. Growth is no longer a luxury; it’s a necessity. At KerriJames.co, we specialize in Law

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